Marble Arch Investments - Q2 2018 holdings

$82.3 Million is the total value of Marble Arch Investments's 17 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .

 Value Shares↓ Weighting
FDC NewFIRST DATA CORP NEW$4,479,000214,000
+100.0%
5.44%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2018-08-14
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TRANSDIGM GROUP INC21Q2 201810.1%
FLEETCOR TECHNOLOGIES INC16Q1 201711.9%
SPIRIT AEROSYSTEMS HLDGS INC14Q2 201810.8%
CHARTER COMMUNICATIONS INC D12Q1 20169.8%
VALEANT PHARMACEUTICALS INTL11Q4 201520.5%
SERVICEMASTER GLOBAL HLDGS I11Q2 201810.2%
CDK GLOBAL INC11Q3 20176.4%
ARMSTRONG WORLD INDS INC NEW11Q2 20186.0%
WILLIS TOWERS WATSON PUB LTD10Q2 201816.2%
PAYPAL HLDGS INC10Q1 20188.1%

View Marble Arch Investments's complete holdings history.

Latest filings
TypeFiled
13F-HR2018-08-14
13F-HR2018-05-15
13F-HR2018-02-14
13F-HR2017-11-14
13F-HR2017-08-14
13F-HR2017-05-15
13F-HR2017-02-14
13F-HR2016-11-14
13F-HR2016-08-15
13F-HR2016-05-16

View Marble Arch Investments's complete filings history.

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